See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,872 | $89,355+55.4% | $141,162-1.6% | $72,985+90.3% |
| Participation rate | 84.9% | 75.1%+9.8pp | 82.5%+2.4pp | 69.5%+15.4pp |
| Annual return | 21.43% | 111.85%-90.4pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,147 | $5,418+87.3% | $6,709+51.2% | $3,607+181.3% |
| Admin fee / account holder | $2,947 | $5,958-50.5% | $10,261-71.3% | $5,124-42.5% |